Open the invite
The invite page is titled needs your payment details. It shows:- Any message the customer included with the invite.
- Requested by: the customer who invited you.
- Sent to: the email address the invite was sent to.
- Link expires: the date the link stops working.
- Provide details: Dash.fi emails a sign-in link to the invited address. Open it on the same device to continue.
- I already have a Dash.fi account: sign in with your existing account. See Signing in to Dash.fi.
You must continue as the invited email address. If you’re signed in as someone else, the page shows Signed in as someone else. Click Sign out and continue to switch to the invited address.
Choose a company
The Set up the vendor portal for step lists the companies your email address belongs to, plus A new company. The inviting customer sees the company you pick here.- Pick an existing company to set up its vendor portal.
- Pick A new company to create a company with you as its first user.
- If a company is marked Already a network vendor, click Sign in next to it. You then add the customer from that company’s existing portal.
Enter your company details
The Your company step sets how you appear to the inviting customer and every other customer on the network.
If you chose A new company, you also enter your First name, Last name, and an optional Middle name and Phone number. Use the international format for the phone number, for example
+61 400 000 000.
Click Set up my vendor portal. Dash.fi shows a progress screen while it creates your portal. When setup finishes, the page reads Your vendor portal is ready. Click Go to your vendor portal to review what the customer asked for. If Dash.fi can’t sign you in automatically, click Sign in.